MD Financial Services

MD Financial Services We strive to help you understand financial concepts behind disability and life insurance, investing, We want to have long-term relationships with our clients.

Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals. Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and M.D. Financial Services are not affiliated. Additional products and services may be available through M.D. Financial Services that are not offered through AIC. Securities products are limited to residents of TX, CO, MI, MN, OK, and WI. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from M.D. Financial Services will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
11/29/2023

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

Is your household's inflation rate higher than the national average?
11/27/2023

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
11/24/2023

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
11/22/2023

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
11/20/2023

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

Your home mortgage interest may be deductible. Do you itemize your deductions?
11/17/2023

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Are dividends a key component when evaluating investment opportunities? Learn more.
11/15/2023

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
11/13/2023

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Does it make more sense to push back  , or not to retire at all?
11/10/2023

Does it make more sense to push back , or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
11/08/2023

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn mo...
11/06/2023

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

This message provides a look at how variable rates of return impact investors over time.
11/03/2023

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Address

Houston, TX

Alerts

Be the first to know and let us send you an email when MD Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to MD Financial Services:

Share

Share on Facebook Share on Twitter Share on LinkedIn
Share on Pinterest Share on Reddit Share via Email
Share on WhatsApp Share on Instagram Share on Telegram